Purchases and Sales Made in Q2 2025 in Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV) during Q2 2025. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC SHORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
7.57KNew |
$589K - $597K
|
7.57K
$594K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
7.41K+ 3.78% |
$576K - $584K
|
204K
$16M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.39K+ 60.66% |
$574K - $582K
|
19.6K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.36K+ 57.8% |
$572K - $580K
|
20.1K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.3K+ 5.0% |
$568K - $575K
|
153K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.2K+ 2.77% |
$560K - $568K
|
267K
$21M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
7.2K+ 28.06% |
$560K - $567K
|
32.9K
$2.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.2K+ 114.49% |
$559K - $567K
|
13.5K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.76KNew |
$526K - $533K
|
6.76K
$531K
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
5.84K+ 11.4% |
$454K - $460K
|
57K
$4.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.7K+ 5.56% |
$443K - $449K
|
108K
$8.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5.59K+ 9.27% |
$435K - $441K
|
65.9K
$5.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.01K+ 3.96% |
$389K - $395K
|
131K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.95KNew |
$385K - $390K
|
4.95K
$389K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.75K+ 1.84% |
$369K - $374K
|
264K
$20.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.69K+ 22.59% |
$365K - $370K
|
25.5K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.57K+ 12.48% |
$355K - $360K
|
41.2K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.99K+ 1.97% |
$310K - $314K
|
207K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.96K+ 0.38% |
$308K - $312K
|
1.04M
$82M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.82K+ 21.49% |
$297K - $301K
|
21.6K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.78K+ 14.17% |
$294K - $297K
|
30.4K
$2.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
3.75K+ 9.18% |
$291K - $295K
|
44.6K
$3.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.74K+ 3.18% |
$290K - $294K
|
121K
$9.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.55KNew |
$276K - $279K
|
3.55K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 1.82% |
$266K - $269K
|
191K
$15M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.36K+ 1.69% |
$261K - $265K
|
202K
$15.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.3K+ 1.55% |
$256K - $260K
|
216K
$16.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.15K+ 8.11% |
$245K - $248K
|
42K
$3.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.06K+ 3.71% |
$238K - $241K
|
85.8K
$6.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.99KNew |
$233K - $236K
|
2.99K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.91KNew |
$226K - $229K
|
2.91K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.91KNew |
$226K - $229K
|
2.91K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
2.86K+ 14.51% |
$222K - $225K
|
22.6K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$217K - $220K
|
2.79K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.71KNew |
$211K - $213K
|
2.71K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.7KNew |
$210K - $213K
|
2.7K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
2.69KNew |
$209K - $212K
|
2.69K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.65K+ 8.57% |
$206K - $208K
|
33.5K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.6KNew |
$202K - $205K
|
2.6K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.57KNew |
$199K - $202K
|
2.57K
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
2.55KNew |
$198K - $201K
|
2.55K
$200K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.46K+ 14.96% |
$191K - $194K
|
18.9K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.32K+ 12.45% |
$180K - $183K
|
20.9K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.32K+ 15.5% |
$180K - $182K
|
17.3K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.28K+ 19.05% |
$177K - $180K
|
14.3K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.26K+ 1.32% |
$175K - $178K
|
173K
$13.6M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.12K+ 31.13% |
$165K - $167K
|
8.92K
$700K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
2.01K+ 5.9% |
$156K - $158K
|
36K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
1.98K+ 17.34% |
$154K - $156K
|
13.4K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.84KNew |
$143K - $145K
|
1.84K
$144K
|